See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,340 | $73,515-88.7% | $62,995-86.8% | $147,584-94.3% |
| Participation rate | 45.0% | 77.9%-32.9pp | 74.8%-29.8pp | 82.8%-37.8pp |
| Annual return | 3.92% | 175.43%-171.5pp | 87.57%-83.6pp | 578.55%-574.6pp |
| Employer contribution / active EE | $461 | $3,320-86.1% | $2,759-83.3% | $4,876-90.5% |
| Participant deferral / active EE | $614 | $4,185-85.3% | $3,329-81.6% | $5,439-88.7% |
| Admin fee / account holder | $1,542 | $5,953-74.1% | $3,600-57.2% | $10,885-85.8% |